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Kingdom Financial Group’s Cass Information Systems CASS Stock Holding History

Kingdom Financial Group’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.3K Buy
620
+5
+0.8% +$220 0.01% 346
2025
Q4 		$25.6K Buy
+615
New +$25K 0.01% 328

Other funds holding CASS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $439M AUM 10.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kingdom Financial Group's CASS Position: Q1 2026 in Review

Kingdom Financial Group increased its Cass Information Systems (CASS) stake by 0.81% in Q1 2026, buying an estimated $220 and bringing the position to 620 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #346.

Kingdom Financial Group first reported a position in CASS in Q4 2025 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold CASS as of Q1 2026.

  • Kingdom Financial Group held 620 shares of Cass Information Systems worth $27.3K as of Q1 2026.
  • Kingdom Financial Group bought 5 Cass Information Systems shares in Q1 2026, an estimated $220.
  • Cass Information Systems made up 0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #346 holding.
  • Kingdom Financial Group first reported a position in Cass Information Systems in Q4 2025 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Cass Information Systems as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.